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Meet the Team 

Blue Rose Capital Advisors is managed by independent advisory professionals with more than 170 years of combined experience in public finance, with a particular focus on higher education institutions. We commit a minimum of two members of our team to every client, to provide consistent and accessible service. 

Leadership Team 

B.J. "Johan" Rosenberg

B.J. "Johan" Rosenberg 
Chairman and General Partner Tril Fund LLP

Erik Kelly

Erik Kelly
President 

Ann Bolin

Ann Bolin 
Director of Accounting & Administration 

James McNulty

James McNulty
Managing Director

Team Members 

John Elliott

John Elliott
Assistant Vice President &

Chief Compliance Officer

Laura's Headshot (2).png
Brandon Lippold

Brandon Lippold 
Vice President

Diane Miller

Diane Miller 
Business Assistant

Ben Pietrek
Megan Roth

Megan Roth 
Marketing Manager

Scott Talcott

Scott Talcott
Senior Vice President 

Georgina Walleshauser

Georgina Walleshauser
Vice President

Max Wilkinson

Maxwell Wilkinson
Vice President

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